Tanaka Growth Fund Class R (TGFRX)

Overview

The investment strategy is centered around capital growth, focusing on investing predominantly in a diverse range of common stocks and other equity securities. This includes entities of varying sizes, from small to large capitalizations. The fund showcases its global investment approach by allocating up to 45% of its net assets to foreign securities. This international portfolio comprises investments in both multinational corporations and emerging market securities, reflecting a broad geographical diversification. Despite its expansive investment portfolio, it is important to note that the fund maintains a non-diversified status, which could influence its risk and return profiles.

Products and Services

• Common Stocks and Other Equity Securities

  This product represents the core of the fund’s investment activities, focusing on acquiring ownership stakes in a wide variety of businesses. These investments cover the spectrum from small to large cap companies, aiming to capitalize on the growth potential of these entities. Equity investments are fundamental to the fund’s growth of capital objective, seeking to benefit from both dividends and capital appreciation.

• Foreign Securities

  The fund extends its reach globally by investing up to 45% of its net assets in foreign securities. This includes equities in multinational corporations, which operate in various countries, and securities from emerging markets, aiming to capture growth in less mature economies. This diversification into international markets allows the fund to tap into growth opportunities outside of its domestic market, though it comes with higher risk due to potential political, regulatory, and currency instabilities.